Sep 12, 2022
A Forensic Account to Trust with your Trust
We have a very special guest on this episode, Mara Ballard, who shares the importance of choosing the right trustee for your trust account. Trusts are a vital part of your business and Mara explains why you need to set one up if you want to protect your assets. She also provides Fractional CFO services for real estate investors. A Fractional CFO assists your business in determining key metrics and goals backed by an action plan.
Mara Ballard is a Forensic Accountant / Fraud Examiner – Litigation support for attorneys related to financial matters including divorce, collections, Estates/Trusts lawyer trust (IOLTA) accounts and embezzlement from businesses. She is also a Consultant - Specializing in review, design, and implementation of accounting systems for small businesses; office reviews and implementation of internal controls and risk management policies for solo and small businesses.
To learn more about Jen Josey, visit www.TheRealJenJosey.com
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